Plan Ledger DOL Form 5500 · updated monthly

Horizon Oxygen and Medical Equipment, Inc.401(k)

HORIZON OXYGEN 401(K) PROFIT SHARING RETIREMENT PLAN · ORANGE, CA · plan year 2024

Reported admin expense ratio · 2024
0.93%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Horizon Oxygen and Medical Equipment, Inc. reported $4,695 in plan administrative expenses for 2024: 0.93% of average plan assets, below the peer median. Employer contributions averaged $0 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.42% to 0.93%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (9,013th of 9,483), and 5,039th of 5,215 in retail trade. active participation has grown from 300 to 338 since 2022.

Plan summary
Net assets, end of year$621,341
Participants with balances194
Active participants338
Employer contributions$0
Employee contributions$199,391
Employer contribution per active participant$0
Average account balance$3,203
Benefits paid to participants$30,936
Plan auditUnmodified (clean) audit opinion
AuditorPLANCHECK(K) CPA'S LLC
Plan history3
Yearassets · accounts · employer contribution
2024$621K · 194 accts
2023$391K · 37 accts
2022$238K · 27 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,695
Total administrative$4,695
The Horizon Oxygen and Medical Equipment, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$540

Horizon Oxygen and Medical Equipment, Inc.'s 2024 employer contribution ran below the $540 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
PENTEGRA SERVICES INC · Contract administrator$22,904

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$4,695 · 0.93%
2023$1,012 · 0.32%
2022$732 · 0.42%
Same employer
Similar plansRetail Trade · California
The Fruitguys LLC CA$685K · 0.83%
Stars Intervention Inc CA$675K · 1.72%
Db Coffee Fresno CA$652K · 0.76%
Mitsuwa Corporation CA$651K · 1.29%
Xtra Oil Company CA$611K · 0.01%
The Perfect Workout, Inc. CA$607K · 2.73%
Young La CA$517K · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870720595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.